Fed ke chairman ne pehle hi August mein yeh confirm kar diya tha ke September se interest rates mein kami aayegi, is liye jobs report itni kamzor nahi thi ke investors ko 50 basis point cut ka andaza ho. Is wajah se dollar mein halki recovery hui. Friday ki soft jobs report ne rate markets mein pehle to halchal machai, lekin phir sentiment aur sakke par shift ho gaya, aur aglay FOMC meeting ke liye 25 basis point cut ki umeed barh gayi.
Lekin ab umeedain barh rahi hain ke is saal ke baad aur aglay saal ke shuruat mein aur zyada aggressive rate cuts ho sakte hain, utsalar ek Fed official ne “frontloading” ko kam karne ka mashwara diya hai. Lekin US ke kamzor data, girti hui oil prices, aur dovish Fed turn ke bawajood, EUR/USD ka forecast abhi bhi thora bullish hai jab tak ke is hafte ke aane wale macro events mein koi bara surprise na ho. Hum baat kar rahe hain aaj ke latest US inflation report aur kal ke ECB ke rate faislay ki. Pichlay hafte ke jobs data ke baad, mein abhi bhi CPI release se pehle dollar ke bare mein bearish hun. Market rate cut ki size par tafreeq mein hai, aur koi clear consensus nahi hai. Fed, jo aglay hafte apni meeting mein dollar ko ziyata hilne se rokna chahta hai, umeed kar raha hoga ke is hafte ka inflation data market uncertainty ko settle karne mein madadgar hoga.
Jabke US CPI Fed ke target ke qareeb aa raha hai, Powell pehle hi is baat ka ishara de chuke hain ke September 18 FOMC meeting mein rate cuts ka tasdeeq karenge. Ye CPI report is meeting se pehle aakhri bara data point hoga jo policymakers ko guide karega ke 50 basis point cut karna hai ya aam 25 basis point ke sath rehna hai.
Is liye, yeh report kafi tawajju hasil kar sakti hai, special agar numbers expectations se kaafi alag niklay. Inflation chaar mahine tak silsilewar slow hui hai, aur July mein 2.9% year-on-year tak pohanch gayi, jo March 2021 ke baad sab se kam hai. Umeed ki ja rahi hai ke August mein yeh mazeed kam hoke 2.6% ho jayegi, jabke core CPI ko 3.2% par stable rehne ki umeed hai year-on-year comparison meinmein
Lekin ab umeedain barh rahi hain ke is saal ke baad aur aglay saal ke shuruat mein aur zyada aggressive rate cuts ho sakte hain, utsalar ek Fed official ne “frontloading” ko kam karne ka mashwara diya hai. Lekin US ke kamzor data, girti hui oil prices, aur dovish Fed turn ke bawajood, EUR/USD ka forecast abhi bhi thora bullish hai jab tak ke is hafte ke aane wale macro events mein koi bara surprise na ho. Hum baat kar rahe hain aaj ke latest US inflation report aur kal ke ECB ke rate faislay ki. Pichlay hafte ke jobs data ke baad, mein abhi bhi CPI release se pehle dollar ke bare mein bearish hun. Market rate cut ki size par tafreeq mein hai, aur koi clear consensus nahi hai. Fed, jo aglay hafte apni meeting mein dollar ko ziyata hilne se rokna chahta hai, umeed kar raha hoga ke is hafte ka inflation data market uncertainty ko settle karne mein madadgar hoga.
Jabke US CPI Fed ke target ke qareeb aa raha hai, Powell pehle hi is baat ka ishara de chuke hain ke September 18 FOMC meeting mein rate cuts ka tasdeeq karenge. Ye CPI report is meeting se pehle aakhri bara data point hoga jo policymakers ko guide karega ke 50 basis point cut karna hai ya aam 25 basis point ke sath rehna hai.
Is liye, yeh report kafi tawajju hasil kar sakti hai, special agar numbers expectations se kaafi alag niklay. Inflation chaar mahine tak silsilewar slow hui hai, aur July mein 2.9% year-on-year tak pohanch gayi, jo March 2021 ke baad sab se kam hai. Umeed ki ja rahi hai ke August mein yeh mazeed kam hoke 2.6% ho jayegi, jabke core CPI ko 3.2% par stable rehne ki umeed hai year-on-year comparison meinmein
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